Summer 2026
Wealth Management Summer Intern
Multiple Teams
Posted on 9/9/2025
D.A. Davidson
1,001-5,000 employees
Wealth management and financial advisory services
Compensation Overview
$18/hr
Missoula, MT, USA
In Person
Interns must live within the local area of the branch office or have pre-existing arrangements to live in the area for the duration of the program.
 Finance & Banking (1) |
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- Students must have completed at least sophomore year of college prior to June 2026
- Demonstrated strong academic performance and professional drive
- Excellent analytical, leadership, communication, teamwork, and service skills
- Authorization to work in the U.S.
- Satisfactory results of background, reference, and credit check
- Ability to commit to the duration of the program
- Live within the local area of branch office or have pre-existing arrangements to live in the area for the duration of the program. Transportation and/or moving assistance will not be provided.
- Work directly with experienced Financial Advisors
- Gain hands-on experience by collaborating on various projects that support our Financial Advisors and their clients
- Study and sit for the highly coveted FINRA Securities Industry Essentials (SIE) exam.
D.A. Davidson & Co. is a financial services firm that provides personalized wealth management and financial advisory support to individuals, families, and businesses in the United States. Its offerings include investment management, financial planning, and trust services, all delivered through a research-based approach that aims to tailor portfolios to each client’s goals. Revenue comes from advisory and asset management fees as well as commissions on financial products. The firm differentiates itself by combining customized, one-on-one guidance with a broad suite of services that cover investments, planning, and trust administration, serving a diverse client base from individuals to business owners. Its goal is to help clients align their portfolios with their financial objectives, protect and grow their wealth, and achieve long-term financial security through disciplined, evidence-based guidance.
Company Size
1,001-5,000
Company Stage
N/A
Total Funding
N/A
Headquarters
Great Falls, Montana
Founded
2014
Simplify's Take
What believers are saying
- Mobile machinery & equipment M&A activity expanding with MCF Corporate Finance partnership insights.
- Financial sponsors coverage strengthened by Tim Ludwick's 10+ years of capital advisory experience.
- Mid-market warehouse automation and logistics consolidation drives advisory mandate opportunities.
What critics are saying
- Stifel and Raymond James aggressively poach technology and M&A bankers, eroding deal flow.
- BlackRock's Aladdin platform drives 20-30% AUM migration to low-fee robo-advisors by 2027.
- Ryan Specialty Group's automation-first model displaces D.A. Davidson's traditional advisory role in logistics.
What makes D.A. Davidson unique
- Employee-owned structure aligns incentives with client outcomes and long-term value creation.
- Integrated platform spans wealth management, investment banking, and capital markets under one firm.
- Deep sector expertise in industrials, distribution, and business services with dedicated M&A leadership.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
401(k) Company Match
Paid Vacation
Paid Sick Leave
Paid Holidays
Professional Development Budget
Tuition Reimbursement
Employee Discounts
Company Social Events
Company News
One of Home Depot’s critical sales metrics is expected to slow when it reports earnings. That’s according to a report Monday (May 19) from Bloomberg News, citing a survey of analysts who say the home improvement retailer’s comparable sales are projected to soften. The report noted that investors will gauge the company’s results as an indicator of how tariff concerns and declining consumer sentiment may affect the housing market. “There’s more risk to the numbers than we would’ve thought at the beginning of the year,” said Michael Baker, an analyst for D.A. Davidson. “I would not be surprised if it takes a little bit of a step back.”
(Zillow Image)Rocket Companies’ planned $1.75 billion acquisition of Seattle-based brokerage Redfin sparked questions about a potential competitive threat to fellow Seattle real estate company Zillow Group, another key player in the digital real estate arena. Rocket, the nation’s largest mortgage lender, has ambitions to become more of a comprehensive platform for home ownership, including researching and looking at listings, said Tom White, a senior equity research analyst with D.A. Davidson.The acquisition of Redfin could accelerate that strategy, but it’s too early to say whether the deal will materially threaten Zillow’s leadership of online home search, White said.Zillow is far and away the largest online real estate portal as measured by traffic.Bobby Mollins, director of internet research at Gordon Haskett, doesn’t think Rocket’s acquisition of Redfin will impact Zillow. He pointed to web traffic trends in recent years — Redfin reported a 3% drop in site traffic, to 42.6 million average monthly users, in its Q4 recent earnings report. Zillow, meanwhile, reported a 3% increase in traffic to 204 million monthly unique users. There is also risk that the integration of Redfin into Rocket doesn’t go according to plan, which could cause Redfin to lose both web traffic and market share, Mollins noted
(Photos via Bigstock, Redfin)Zillow Group and Redfin are long-time competitors. So when the Seattle-based real estate technology giants announced a key partnership earlier this month, it got us thinking: could the companies join forces in a bigger way in the future?Zillow is paying Redfin $100 million upfront as part of a new licensing deal that makes Zillow the exclusive provider of multifamily rental listings on Redfin and its subsidiaries, Rent.com and ApartmentGuide.com.The partnership helps Zillow invest deeper into its rentals business, which it estimates could be a billion-dollar or more revenue opportunity.Redfin, which is laying off 450 employees as part of the deal, will get additional revenue from leads generated via its network of sites. “We’re very excited about the partnership with Redfin,” Zillow CEO Jeremy Wacksman said on the company’s Feb. 11 earnings call. “We’re very similar mission companies. We’re trying to digitize the industry and turn on the lights
Big Tech companies have reportedly been increasing their investments in artificial intelligence (AI) infrastructure, with a particular focus on expanding their presence in international markets. Microsoft and Amazon have already allocated over $40 billion combined for AI-related and data center projects worldwide this year, the Wall Street Journal (WSJ) reported Thursday (May 23). Microsoft has outlined plans to invest over $16 billion in various countries, including France, Germany, Japan, Malaysia, Spain and Indonesia, the report said. Similarly, Amazon has earmarked investments of $15 billion in Japan, $9 billion in Singapore, $5 billion in Mexico and $1.3 billion in France
NEW YORK--(BUSINESS WIRE)--D.A. Davidson Co. announced that Gary Morabito has joined the Equity Capital Markets Group as Managing Director. In this new role, Morabito will work across Capital Markets, Investment Banking, Institutional Research, Sales and Trading, Davidson Engage (DEN), and Sponsor Coverage to bring the firm’s full-service platform to its technology clients. “Technology is one of the most active sectors for overall capital markets activity and one of our largest industry groups,” said Rory McKinney, President of D.A. Davidson Equity Capital Markets